You have several options to choose from when it comes to exporting your QuickBooks data. Like most programs, you can print a hard copy of any report. If you need to manipulate the data or add additional information, exporting the data to Excel might be a good option. If you need to share your data with your accountant, a board member, or anyone who does not have access to QuickBooks, you can save any report as a PDF document and email the report. Finally, you can email a report directly from QuickBooks. When you select the email option, you can send it to multiple people and copy anyone that you need to. When sending a report via email, the report will be attached as a PDF document.
In this section, we will cover how to export reports to Excel and PDF. In the next section, we will show you the step-by-step process of emailing reports directly from QuickBooks...